Investment Strategy

Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax.

Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions & sectors. Combined with a rigorous macroeconomic analysis, we then create a portfolio that will achieve the best performance at a given volatility.